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MS vs. FBGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

MS vs. FBGX

Last updated May 13, 2025

Compare and contrast key facts about Morgan Stanley (MS) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX).

FBGX is a passively managed fund by UBS that tracks the performance of the Russell 1000 Growth Index (200%). It was launched on Jun 11, 2014.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MS or FBGX.

Correlation

The correlation between MS and FBGX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Performance

MS vs. FBGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Morgan Stanley (MS) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

MS

YTD

2.55%

1M

18.46%

6M

-3.44%

1Y

33.41%

5Y*

32.33%

10Y*

16.12%

FBGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

MS vs. FBGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MS
The Risk-Adjusted Performance Rank of MS is 8383
Overall Rank
The Sharpe Ratio Rank of MS is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of MS is 8080
Sortino Ratio Rank
The Omega Ratio Rank of MS is 8282
Omega Ratio Rank
The Calmar Ratio Rank of MS is 8787
Calmar Ratio Rank
The Martin Ratio Rank of MS is 8383
Martin Ratio Rank
FBGX
The Risk-Adjusted Performance Rank of FBGX is 8181
Overall Rank
The Sharpe Ratio Rank of FBGX is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of FBGX is 8383
Omega Ratio Rank
The Calmar Ratio Rank of FBGX is 7070
Calmar Ratio Rank
The Martin Ratio Rank of FBGX is 8080
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

MS vs. FBGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Morgan Stanley (MS) and UBS AG FI Enhanced Large Cap Growth ETN (FBGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

MS vs. FBGX - Dividend Comparison

MS's dividend yield for the trailing twelve months is around 2.91%, while FBGX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
MS
Morgan Stanley		2.91%2.82%3.49%3.47%2.14%2.04%2.54%2.77%1.72%1.66%1.73%0.90%
FBGX
UBS AG FI Enhanced Large Cap Growth ETN		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

MS vs. FBGX - Drawdown Comparison

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Volatility

MS vs. FBGX - Volatility Comparison

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